Danna Godinez
San Jose ,CA
Summary
Driven banking professional with expertise in building relationships and retaining small business customers. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities.
Overview
13
13
years of professional experience
1
1
Certification
Work History
PBO Preferred Banker
First Republic Bank
09.2019 - Current
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Developed comprehensive financial plans to help clients achieve their short-term and long-term goals.
- Provided expert guidance on investment strategies, optimizing portfolios to maximize returns for clients.
Personal Banker 2
Wells Fargo
06.2014 - 09.2019
- Presented new and additional products and services to existing customers.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Customer Service and Sales Representative
Wells Fargo
01.2012 - 06.2014
- Listened to customer needs and desires to identify and recommend optimal products.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
Teller
Wells Fargo
10.2010 - 01.2012
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Provided training to new tellers on bank procedures, systems, and customer service best practices.
Education
NA - Small Business Management
Evergreen Valley College
San Jose, CA05.2014
Skills
- Building customized solutions
- Investment Management
- Cash Management
- Team Collaboration
- Branch operations
- Account Servicing
- Project Management
Certification
- Public Notary
Languages
Spanish
Full Professional
Timeline
PBO Preferred Banker
First Republic Bank
09.2019 - Current
Personal Banker 2
Wells Fargo
06.2014 - 09.2019
Customer Service and Sales Representative
Wells Fargo
01.2012 - 06.2014
Teller
Wells Fargo
10.2010 - 01.2012
NA - Small Business Management
Evergreen Valley College